Rod Uy

About Rod Uy

At LifePoint Wealth Management, Inc. we recognize that every client is different. Our processes are designed to take a comprehensive objective look at your current financial situation and develop a plan based on solid investment principles resulting in a strategy that is uniquely yours. Managing wealth requires strategies that go beyond mere performance. Our team at LifePoint Wealth Management, Inc. uses a comprehensive holistic, goals oriented approach to investing. Our commitment seamlessly integrates a confluence of key financial disciplines: Financial Planning; Investment Counseling; Estate and Trust Planning; Tax Planning; Risk Management and Asset Protection; Personal Wealth Management and Philanthropic Contributions. We have heavily invested in cutting edge, forward thinking technology to enhance the services that we provide to our clients. Rod believes in utilizing state-of-the-art technology to streamline the efficiency of his office and his clients. Definitely not your typical office, LifePoint Wealth Management, Inc. presents an atmosphere of luxury and comfort for every client to enjoy. LifePoint Wealth Management, Inc. believes in a client-centric environment focusing on taking as much time as needed to fully educate clients. With boutique firm intimacy we encourage close ongoing contact with all our clients. Roderick Uy is a Registered Representative with, and securities and advisory services are offered through LPL Financial, A Registered Investment Advisor Member FINRA, SIPC. For hyperlinks to FINRA and SIPC, please refer to \"contact info\" section above. CA Insurance License #0E86614 Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states. CA, DE, KY, ID, FL, TX, NY.

Experience

1. CEO President

   Lifepoint Wealth Management, Inc

   Apr 2006 — Present · Torrance, CA, US

   At LifePoint Wealth Management, Inc. I am committed to building, managing and preserving the wealth of our clients. I believe that personalized service is essential when matching clients with premiere financial security products and services. My relationship-driven approach provides unparalleled concierge service to create a financial blueprint tailored specifically for you. Individual portfolios are based on your unique situation, your attitudes, preferences and goals. By becoming your partner in fostering the future you desire, I actively assist in working towards your dreams and aspirations, help and work to protect your family, and solidify your legacy.My team at LifePoint Wealth Management, Inc. is committed to providing superior level of service with the highest level of integrity and professionalism to enhance and enrich our client’s total quality of life.

Education

• Studied Abroad

  Communications, Management, Marketing and Psychology

Skills

• Cash Management
• Business Continuity Planning
• Wealth Management
• Equity Indexed Annuities
• Separately Managed Accounts
• High Net Worth Insurance
• Financial Services
• 401k Rollovers
• Concierge Services
• Charitable Gift Planning
• Credit Analysis
• Business Strategy
• Variable Annuities
• Employment Benefits
• Higher Education
• Business Planning
• Defined Benefit
• Iras
• Estate Planning
• Financial Advisory
• Life Insurance
• Fixed Annuities
• Entertainment
• Retirement
• Asset Management
• Investment Advisory
• Mutual Funds
• Strategic Financial Planning
• Asset Allocation
• Long Term Care Insurance
• College Funding Strategies
• Strategic Planning
• Wealth Accumulation Strategies
• Investments
• Management
• 401k
• Retirement Planning
• Roth Ira
• High Net Worth Individuals